8 New Features to Help You Invoice Smarter in 2026

We've been heads-down building, and a lot has shipped. From shareable invoice links to e-signatures to a full products catalog — here's a rundown of everything that's new and how each feature saves you time.

1. Shareable Invoice Links

Sending a PDF attachment over email is fine — but it creates friction. Your client has to download it, open it, and then find your bank details buried in the file.

Now you can generate a public shareable link for any invoice and send it directly to your client. They open it in the browser — no PDF download, no login, no app. The invoice looks clean and professional on any device.

To generate a link, open any invoice in your dashboard and click Share. Copy the link and send it however you like — email, WhatsApp, Slack, it doesn't matter.

2. Convert Quotations to Invoices in One Click

The old workflow: create a quotation, client approves it, you manually recreate everything as an invoice. Tedious and error-prone.

The new workflow: once a quotation is accepted, click Convert to Invoice. Every line item, client detail, and total carries over instantly. Edit anything you need, then send. That's it.

This is especially useful for project-based work where you quote first and invoice on completion.

3. Products & Services Catalog

If you invoice for the same services regularly — consulting hours, design work, software licenses — you've been retyping the same descriptions and rates on every invoice.

The Products & Services Catalog lets you save your items once. When filling out line items, start typing and pick from your saved catalog. Name, description, and rate fill in automatically.

Set it up in Settings → Catalog. Add as many items as you need.

4. E-Signature on Invoices & Quotations

Some clients expect a signed invoice before processing payment. Previously that meant printing, signing, scanning — a whole process.

Now you can draw or upload your signature directly in the app. Save it once in Settings → Documents and it will appear on every invoice and quotation automatically. No re-uploading, no extra steps.

5. Custom Fields

Standard invoice fields don't always cover every business need. You might need a GST number, VAT registration, purchase order reference, project code, or any number of other fields that are specific to your industry or clients.

Custom fields let you add exactly what you need. Place them anywhere — in the header (next to your business info), in the client section, or in the footer. Set them up once in Settings → Customize and they'll appear on every document.

6. Rename Any Field

Not every business uses the same language. "Bill To" might be "Client" for you. "Notes" might be "Terms & Conditions." "Item Description" might be "Service."

You can now relabel any standard field to match your workflow or brand. Leave the override blank to keep the default label. Change it in Settings → Customize.

7. Live Revenue Chart

Your dashboard now includes a monthly revenue chart that updates in real time. Mark an invoice as paid, change a status, or delete a document — the chart reflects it immediately without a page refresh.

It's a quick way to see how your business is performing at a glance, without exporting data or building a spreadsheet.

8. Redesigned Settings Page

As we added more features, Settings grew into a long, hard-to-navigate page. We've reorganised it into clear tabs:

• Business — company name, address, logo, payment info
• Documents — signature, invoice defaults
• Customize — custom fields, label overrides
• Catalog — products & services

Everything is easier to find, and you can jump straight to the tab you need from the links in this post.

What's Next

We're continuing to ship improvements based on user feedback. If there's a feature you'd love to see, we'd genuinely like to hear about it.

In the meantime, log in to your dashboard to try everything above — or create a free account if you haven't already. All features are free.